Plan5500

Galena, OH Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Galena, OH has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $1,446,231 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Galena

  • 4 loaded plans hold $1.4M in reported assets across 4 sponsors.
  • The largest, Bert Bros., Inc. Dba Hammer And Nails 401(K) Profit Sharing Plan, holds 36% of reported Galena plan assets.
  • Plans cover 22 participants — about 6 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.4MSummed across loaded plans$1,446,231
Total reported assets$1.4M$1,446,231
Total reported participants22
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Employer contributions$0
Participant contributions$3.1K
Total income / additions$591.9K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$591.9K

Data coverage

Plans with financial statements4 / 4 (100%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Galena, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Galena market comparison

Largest plan share of assets36%Bert Bros., Inc. Dba Hammer And Nails 401(K) Profit Sharing Plan
Participants per plan6Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Galena

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bert Bros., Inc. Dba Hammer And Nails 401(K) Profit Sharing Plan$525.2K
    Bert Bros., Inc. Dba Hammer And Nails · 2023
  2. 2
    There And Back Again Enterprises Inc. Retirement Plan$467.7K
    There And Back Again Enterprises Inc. · 2023
  3. 3
    Franks Place Inc. Retirement Plan$388.8K
    Franks Place Inc. · 2023
  4. 4
    Tripp Endeavors, Inc. Retirement Plan$64.5K
    Tripp Endeavors, Inc. · 2023

Largest plans in Galena → · Galena plans by participants → · Galena plans with financial data → · Galena plans with provider compensation → · $1B+ plans in Galena →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Galena, OH?
4 plan(s) reported by 4 sponsor(s) are loaded for Galena, OH.

Related Form 5500 pages